See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $84,577 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $80,100 |
FORVIS MAZARS, LLP1 year Service code 10 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Accounting | $8,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,552 | $81,357-41.6% | $75,972-37.4% | $199,593-76.2% |
| Participation rate | 65.5% | 69.9%-4.5pp | 69.1%-3.6pp | 72.0%-6.5pp |
| Annual return | 13.34% | 16.32%-3.0pp | 359.55%-346.2pp | 34.25%-20.9pp |
| Employer contribution / active EE | $970 | $3,341-71.0% | $2,685-63.9% | $3,034-68.0% |
| Participant deferral / active EE | $3,444 | $4,710-26.9% | $4,255-19.1% | $5,087-32.3% |
| Admin fee / account holder | $279 | $144+93.2% | $6,467-95.7% | $269+3.9% |